Bonds

Rethinking the 60/40 Portfolio in the US as Gold Becomes a ‘Core Allocation”

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As macro conditions shift, investors are beginning to view gold as a core allocation for structural resilience, while Europe’s growing allocation to gold – now equal to sovereign bonds –  is accelerating the adoption of real assets like ETFs in the United States, according to a new analysis from WisdomTree. “There’s a quiet revolution taking […]

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Gundlach Predicts Rate Cuts, Bearish on Bonds—But Bullish on Gold 

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Jeffrey Gundlach, known in financial circles as the “Bond King,” is sounding the alarm on long-term U.S. Treasuries—even as he predicts multiple interest rate cuts from the Federal Reserve. While many investors might see easier monetary policy as a green light for stocks, Gundlach is urging caution when it comes to bonds—and pointing toward gold

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Bond-Market Chaos is Fueling Concerns About a Crisis. Here’s What You Need to Know

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Bond-market chaos is fueling concerns about a crisis. Here’s what you need to know. © MarketWatch photo illustration/iStockphoto Chaos in the U.S. stock market has infected the bond market, fueling speculation about a potentially destabilizing shock to the global financial system. The U.S. 10-year Treasury yield has climbed as much as 65 basis points over the

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Did A $100 Billion Bond Sell-Off Signal A Captial War? Ex-Bridgewater Strategist Sees Warning Signs

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Bob Elliott, CIO at Unlimited Funds and former Bridgewater Associates’ strategist, is raising alarm bells over a massive, yet under-the-radar, $100 billion sell-off of U.S. bonds—right after the election. If you were wondering what sent Treasury yields soaring and stocks wobbling in late December and early January, this might be your answer. A Sell-Off The

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The $1 Trillion of High Yield Debt That’s Piled Up in the Last 5 Years Is About to Have a ‘Day of Reckoning,’ Bank of America Says

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“$1 trln in new leveraged credit last five years faces its day of reckoning,” Bank of America strategist Yuri Seliger said in a note on Friday. Most of that debt has been created by below-investment grade companies through high yield loans or bonds. Around $400 billion assets are considered to be in “pre-distress,” while $150

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US Debt Crisis Could Ignite long-term Gold Rally – BCA Research

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Fitch Ratings surprised markets after it downgraded U.S. long-term debt. Although markets largely shrugged off the downgrade, it has brought attention to the U.S. government’s growing deficit. In a recent report, commodity analysts at Montreal-based BCA Research said that gold remains an attractive hedge against an inevitable devaluation in the U.S. dollar as the U.S.

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